Retirement Articles

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  1. Track Your Retirement Money With These Apps

    Try these four mobile and online apps to stay on top of your retirement income – in brokerage accounts, IRAs, 401(k)s, even ...
  2. Should GE Be Part of Your Portfolio?

    Here's what you need to consider if you are thinking of adding GE to your portfolio.
  3. Equity Vs. Salary: What You Need To Know

    Equity payments are common at startup companies. Equity offers potential for a big payout but is also much riskier than a ...
  4. Top Tips for Retirement Account Withdrawals

    Top things you need to know when it comes to managing the complex task of retirement account withdrawals.
  5. Advisors: Don't Overlook Not-Yet-Rich Millennials

    Financial advisors looking to grow their practices should focus on potential high-net-worth millennials.
  6. Top 10 Stocks for Retirement Portfolios

    Certain stocks are popular retirement portfolio options, but not all are as impressive as they used to be. Time to reevaluate? ...
  7. Top 5 Retirement Cities In California

    California will never make a list of cheapest places to retire, but opening your mind geographically can help make this beautiful ...
  8. Top 10 Mistakes To Avoid On Your IRA

    IRA rules are complicated. It's easy to make mistakes – and they can cost you big time.
  9. Retiring In The Philippines: Pros & Cons

    What are the pros and cons of retiring in the Philippines?
  10. How Much Money Do You Need To Retire In Thailand?

    With one of the world's lowest costs of living, Thailand is home to a growing number of expats, including many retirees.
  11. Top 5 Things To Do When You Retire

    Substitute "when you retire" for "when you grow up" and it's the same open ended question. Here are some universal ideas ...
  12. Beware Of Taking Out A Pension Advance Loan

    Avoid taking out an advance against your pension. Interest on these loans is high and you could end up taking a huge tax ...
  13. Don't Make These Top 10 Mistakes On Your Roth IRA

    Don't lose out on the benefits of a Roth by contributing too much, breaking rollover rules or making other avoidable errors.
  14. Converting A Traditional IRA To A Roth

    When is it a good idea to convert traditional IRA funds into Roth IRA funds? And when does it not make sense?
  15. Top 7 Roth IRA Stocks for 2015

    Looking for stocks with long-term potential for your Roth IRA? Here are the top seven picks for 2015.
  16. When Is It Better To Forgo A Roth Account?

    Depending on how much you're currently earning, a traditional IRA sometimes offers more tax relief than its Roth counterpart. ...
  17. Why Save For Retirement In Your 20s?

    You're probably paying off your student loans and retirement is 40 years away. Shouldn't you focus on eliminating debt and, ...
  18. Top Tips for Retiring in a Bear Market

    What you need to know if you have the unfortunate timing of retiring in a bear market.
  19. Retirement: The Journey Of 1000 Miles

    Substantial time should be set aside to fully outline one's vision for retirement and the specific steps that must be taken ...
  20. Top 10 Mistakes To Avoid On Your 401(k)

    Funding and managing your 401(k) is critical to a financially healthy retirement. Avoid these top 10 mistakes.
  21. Your Clients and the Changing Retirement Landscape

    For many, retirement might not be the full stoppage of work and living a life of leisure but rather one of slowly phasing ...
  22. The Risk of Offering Social Security Advice

    Savvy financial advisers will either need to gain Social Security advice expertise or find a source or partner to provide ...
  23. Best Freelancing Jobs For Retirees

    Retired from your job but still want to work? Here's how to turn your skills and know-how into a new freelancing career.
  24. Are You Getting The Best Retirement Advice?

    What you need to know in order to check.
  25. 5 Secrets You Didn't Know About 401(k)s

    If your employer offers a 401(k), that should be your first stop for retirement savings – especially if your contributions ...
  26. Options and Roth IRAs: Do's and Don'ts

    A breakdown of the do's and don'ts of trading options in a Roth IRA.
  27. Find An IRA Account With No Minimum Deposit

    Three ways to start saving for retirement with a Roth or traditional IRA, no matter how little you have to invest.
  28. 5 Secrets You Didn't Know About Roth IRAs

    Between its generous tax benefits at retirement and no required minimum distributions, a Roth IRA is well worth considering ...
  29. 5 Secrets You Didn't Know About Traditional IRAs

    A traditional IRA gives you a current-year tax benefit and future years of tax savings – minus the income restrictions that ...
  30. How To Use Your IRA As A Last-Minute Tax Deduction

    While some people are stressing over their taxes, there is a big advantage to delaying the process: You can maximize your ...
  31. Advisors: Have Clients Try on Retirement for Size

    Retirement planning in today’s world involves a lot more than just money.
  32. Best IRA Accounts For Beginners

    Opening your first IRA should be just an early step in your ongoing financial education, for the more help you need, the ...
  33. How (And Why) To Open an IRA Now

    Take these simple steps to set up an Individual Retirement Account that will save you tax money and set you up for the future.
  34. Tips for Spreading the Wealth to Relatives

    There are many ways that your clients can move money or other assets to relatives in order to reduce their tax bills. Here's ...
  35. Tips for Handling Client Inheritance

    When clients leave or receive an inheritance, be prepared to deal with much more than mere paperwork or financial transactions.
  36. Which Assets Can You Hold In Your IRA?

    You're not allowed to hold every kind of asset in an IRA. What can you include – and which ones are banned?
  37. Advice on Dealing with Unequal Inheritances

    When it comes to inheritances, the concept of equal versus equitable can be hard to navigate, even when all parties are reasonable. ...
  38. The First Thing You Should Do With Your Tax Refund

    Nobody likes to pay taxes, but everyone loves to get a tax refund. When the check arrives in the mail, it's hard to resist ...
  39. Rethinking About Retirement Investing?

    There are plenty of reasons to rethink your retirement investing, wherever you fall on the spectrum between fatalistic acceptance ...
  40. Find The Top Three Retirement Cities Of Vietnam

    Vietnam has a low cost of living, beautiful beaches and mountains – and is friendly to Westerners. A preview vacation may ...
  41. The Upside Of Working Past Retirement

    If you love your work, or your paycheck, or both, there's no reason you have to quit your job just because you hit retirement ...
  42. Vanguard Readies Muni Bond ETF

    Vanguard is set to roll out a muni bond ETF, the firm's first.
  43. Who Wants to be a 401(k) Millionaire?

    Want to be a 401(k) millionaire? Here are some tips to get you on the right path.
  44. The Pros and Cons of 401(k) Loans

    A look at the pros and cons of 401(k) loans.
  45. Are Longevity Annuities in 401(k)s a Good Idea?

    An in depth look at the arrival of longevity annuities in 401(k)s and IRAs.
  46. How To Move From Nest Egg To Income?

    Income vs. a nest egg is closely tied to what most of us are ultimately interested in for retirement – maintaining our standard ...
  47. Is $200,000 Enough To Retire In The Philippines?

    How long would $200,000 in savings last if you retired in the Philippines? Longer than in most countries, especially if you ...
  48. Why Early Retirement Is A Bad Idea

    8 good reasons to put off your retirement date
  49. IRA Holders Face New Rules in 2015

    New rules for IRA holders mean less loopholes in 2015.
  50. Top Tips for Family Wealth Transfers

    Essential tips for tackling family wealth transfers.
  51. How to Keep Up With the Retirement's Evolution

    How people think of retirement is changing rapidly. Here's how financial advisors can address semi-retirement, growing longevity ...
  52. Want To Learn Financial Tips For Women?

    Although Men Are From Mars, Women Are From Venus was focused more on love than money, some of the analogy also works fairly ...
  53. 2015 Cash Offers To Move Your IRA Or 401(k)

    Move your IRA to (or open a new one at) one of these retirement-fund custodians and you could get a cash reward – 401(k) ...
  54. How Do Women Close The Retirement Savings Gap?

    Every year, BlackRock conducts a survey to learn about the attitudes and behavior of investors. We just released our findings ...
  55. Expat In America: Visas To Retire In the U.S.

    It isn't easy for non-citizens to retire in the United States unless a family member is already a citizen. But some visas ...
  56. Why A High-Yield Dividend May Not Be Sustainable?

    Dividend stocks are the foundation from which great retirement portfolios are built, and they serve multiple purposes for ...
  57. How to Transition Your Client Into Retirement

    The first step into retirement is a big one. Here are tips on how to help your clients transition from earning to drawdown.
  58. Why Mutual Funds Lose Their Five-Star Ratings?

    Ratings help people feel confident about their decision before purchasing. Morningstar’s rating system helps people to find ...
  59. New 401(k) Pension Rollover Rule: Pros and Cons

    Is the new rule allowing participants to roll their 401(k) balances into pensions a good idea?
  60. Reverse Mortgages: How To Find A Good One

    Finding a reverse mortgage generally means using a lender that specializes in them. Here's how to find a reputable one.
  61. Are You Investing With A Purpose?

    We all appreciate having a wide variety of investing choices, but a random collection of investments does not make an investing ...
  62. Life Insurance: How Much Does Age Raise Your Rate?

    If you need life insurance, try to get it before your next birthday. Here's why.
  63. Healthcare: What Are You Really Paying For?

    Long-term care costs rise fast and long-term care providers bundle services together, making it tougher for families to understand ...
  64. 4 Myths You Don’t Know About Medicare

    Here are four common misconceptions about Medicare, the federal government’s health insurance program for people who are ...
  65. Strategies To Build Your Retirement Portfolio

    Retirement indexes are designed to estimate how much an investor would need to have saved today to generate annual income ...
  66. Tapping Retirement Funds Early – Without A Penalty

    The IRS offers several ways to skirt the 10% penalty on early retirement distributions.
  67. Are You An Investor Seeking For More Income?

    For income-seeking investors, it's hard to turn down a double-digit dividend yield like that of Prospect Capital Corporation ...
  68. Why Auto-Enrollment Will Save Your Retirement

    Savers need all the help they can get, even if it amounts to an offer they can't refuse. That's why the biggest improvement ...
  69. Retirement Planning Essentials for Your Clients

    You may have heard these retirement planning tips before, but has your client actually put them into action yet?
  70. This Investment Strategy Could Be Your key To Success

    Goal-based investing seems like an obvious tactic. But many investors have only a vague idea what their goals are, much less ...
  71. Before You Visit Your Tax Preparer: Do This

    The earlier you start preparing your tax records and documents, the more likely you are to have a smooth tax return experience ...
  72. Estate Planning Tips for Financial Advisors

    Estate planning is not a set-it-and-forget-it proposition. Here are some tips for you and your clients.
  73. Be An Expat The Easy Way: Relocation Services!

    A good relocation service can greatly ease the stress of moving abroad. Here's what to make sure it does – and what you need ...
  74. 10 Tax Benefits For The Self-Employed

    Running your own business has both personal and financial perks.
  75. Greedy on the Dollar? See This Leveraged ETN

    There are several ways to play the rise in the U.S. Dollar, and the UUPT ETN is definitely one way to consider playing it. ...
  76. Is This the Best Advice You Can Give Your Clients?

    For all the specialized advice you could give your financial advisory clients, this one, simple tip beats them all.
  77. What's The Tax Hit On An IRA Withdrawal?

    That depends on factors from the type of IRA you have to your age. Use this guide to plan ahead – and try not to withdraw ...
  78. Retirement Investing with BlackRock's CoRI Funds

    A look at BlackRock’s CoRI Funds as a retirement investment option.
  79. Save Now To Retire Earlier - Or Just Work Longer?

    Working longer might seem a solution, but job and health risks make it an unreliable option. Compound interest, though, means ...
  80. Retire in the Caribbean: Top Islands For Expats

    Palm trees, turquoise waters, white-sand beaches – but which Caribbean island is best for retirement? Here's what we learned.
  81. Retiring In Mexico? The 5 Top Cities

    If retiring in Mexico is on your bucket list, check out these cities and regions for a range of cultures and climates.
  82. How Much Should Retirees Withdraw From Accounts?

    Figuring out how much to withdraw from a retirement account every year can be a tough task. Here's help for both the saver ...
  83. How Cheap Is Retiring In Mexico?

    A comfortable life in Mexico can be remarkably affordable. Here's what you can expect to pay.
  84. Planning for Healthcare Costs in Retirement

    Healthcare often is the highest cost during retirement. Here's how to plan for and possibly buck that trend.
  85. Retiring In the Philippines? Try These Top Cities

    Four cities in different regions of the Philippines that offer a range of activities and settings, along with good healthcare ...
  86. Read This Before You Retire In The Philippines

    The Philippines has a warm climate, a low cost of living and plenty of people who speak English. What to do next if you think ...
  87. 4 Steps to a Happy Retirement

    These basic retirement planning tips are essential for both savers and their financial advisors.
  88. Just Retired? No Better Time for a Second Career

    After working for decades and reaching retirement age, what's next? A second career, of course. Here's why and how.
  89. When Your Client's Retirement is Around the Corner

    With thousands of Baby Boomers reaching retirement age every day, here's a guide as to how financial advisors should approach ...
  90. A New Wake-up Call for Savers

    Recent findings from an index that measures how many people who are at risk of not being able to maintain their current standard ...
  91. Retirement Bliss? Not So fast: When Savings Lag

    Most people aren't saving enough for retirement. Here are some tips savers and financial advisors can use to change that.
  92. Multiple Accounts? Here's How to Calculate RMDs

    Ever wondered about how to calculate required minimum distributions on multiple accounts? Here's a quick primer.
  93. Tips for The Reality of a Working Retirement

    Working during retirement probably doesn’t sound appealing but there are options on how to go about it.
  94. CITs in 401(k)s: What You Need to Know

    What you need to know about collective investment trusts offered in 401(k) plans.
  95. Why Widows Leave Their Advisors

    Many women leave their financial advisors in the wake of their spouse's death. Here's why and what advisors can do about ...
  96. American Express: Headwinds and Tailwinds

    Any investors considering a position in American Express need to know these important facts.
  97. Monthly Pension Or Lump-Sum: Which Is Better?

    When a client is faced with the choice of a monthly pension or a lump-sum payment, which one is better? Here's a quick guide ...
  98. Financial Planning Tips And Resources For Veterans

    Veterans or all kinds have special needs when it comes to financial planning. Here are some tips as well as a comprehensive ...
  99. Is Miami The Right Retirement City For You?

    Miami has all the attractions of big-city life – plus the beaches – but how good a retirement destination is it really? Here ...
  100. Where Your Clients Should Retire (For Tax Reasons)

    Are your clients asking where they should retire? That's a tough call, but here we cover the tax angle.
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